Arcutis Q2 product revenue up 59% to $129.9 million; raises 2026 sales guidance
Arcutis reported second-quarter 2026 product revenue of $129.9 million, up 59% from a year earlier, and net income of $15.0 million, or $0.11 per diluted share, compared with a net loss of $15.9 million a year earlier. The company raised its full-year 2026 net product sales guidance to $525 million–$540 million, while chief commercial officer L. Todd Edwards resigned effective August 21, 2026. Shareholders get higher sales and a profit alongside a commercial leadership transition.
Key points
- Q2 2026 product revenue was $129.9 million, up 59% year over year and 23% from Q1 2026.
- Net income was $15.0 million, or $0.11 per diluted share, versus a net loss of $15.9 million, or $0.13 per share, in Q2 2025.
- Full-year 2026 net product sales guidance raised to $525 million–$540 million from $480 million–$495 million.
- L. Todd Edwards resigned as chief commercial officer effective August 21, 2026; Robert Lisicki named interim chief commercial officer.
The filing
Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.